Corey Glenn Email & Phone Number

Mayport Florida

Serve as a member of the Student Investment Fund with $850K invested primarily in Unites States equities. Evaluate macro-economic landscape and investment themes to drive top-down allocation. Identify investment opportunities using bottom-up fundamental analysis. Develop financial models to evaluate investment opportunities Monitor risk-managed investment portfolio.

Jacksonville, Florida, United States

Provided guidance and support in areas of investing to include stocks, mutual funds, and exchange traded funds (ETF). Delivered a tax efficient investing approach such as Roth and Traditional investing accounts. Performed accounts maintenance on individual accounts to include creating investing accounts and add enhanced security features. Conducted money movement transactions to include ETF, direct deposits, and wires. Maintained detailed and relevant notes of all client interactions using Salesforce notes. Fully licensed with FINRA Series 7 and 63 licenses on first attempt.

Naval Station Jacksonville

Supervised 27 active-duty military and civilians in a hotel-style housing facility for 1,100 members. Managed day-to-day operations to include budget reviews, new personnel check-ins, and maintenance requirements for 842 rooms, lounges, and storage areas. Coordinated and executed a $620K equipment and furniture renovation project, improving the quality of life for all residents and employees. Conducted and coordinated interviews and counseling efforts and counseled government employees on career progression and professional development. Conducted personal financial training and counseling to 105 military personnel in areas of budgeting, retirement planning, wealth creation, and utilizing credit wisely.

Jacksonville, Florida, United States

Advised the Commanding Officer on all matters on the welfare, morale, health, job satisfaction, discipline, and training of over 120 enlisted personnel in an austere environment. Financially accountable and responsible for the base food services operation with a food cost budget of $335K annually. Supervised 26 host nation employees in the day-to-day operation of meal preparation, presentation, sanitary practices, and customer services for 210 personnel. Maintained an accurate monetary accounting system which allowed the base to achieve their second annual Five Star Accreditation within five years of operation. Provided oversight and approval of administrative technical approaches, products, and processes; recommended promotions, awards and provided sound input for military and civilian employee evaluations.

Developed, managed, and oversaw an organization-wide mentorship program for 300 employees. Ensured the organization implemented a mentorship culture to decrease employee turnover rates and increase productivity. Developed the command’s first Coalition of Sailors Against Destructive Decisions program teaching personnel under the age of 24 life skills to maintain positive lifestyles in keeping with the Navy core values. Led a team of 59 military members in three multi-services departments providing food services, supply chain management, and ship’s store operation while supporting 800 personnel. Developed, managed, and oversaw the Equal Opportunity (EO) program; reviewed all personnel administrative guidance, practices, procedures, policies, instructions, and directives. Served as the liaison with other EO officers to ensure complaints were addressed in an efficient and timely manner; ensured all rights, responsibilities, and procedural matters were followed under department policies.

Led, managed, and mentored nine junior military members and 19 contractors in providing food services operations base-wide for over 500 personnel daily. Improved and increased operations and award the base 1st Commander, Navy Installations Command Five Star Accreditation. Provided base-wide mentorship to more than 500 personnel; mentorship included career development boards, career enhancement opportunities, and mentorship to newly selected managers. Drafted and received Navy funding approval on a $750K labor contract for 19 food service personnel to operate a food service dining facility for three years. Reviewed, approved, and audited all credit card requests and purchases for six commands to prevent waste and abuse and operates within financial restraint. Monitored and evaluated the performance of 28 contractor personnel to ensure compliance with the Navy Galley Support Contract.Additional Naval career experience available upon request.

Bachelor Of Arts - Ba, Accounting And Business/Management, 3.68 Gpa

Master Of Business Administration - Mba (In Progress), Portfolio Management

Master Of Business Administration - Mba, Business Administration, Management And Operations

Master Of Business Administration - Mba